Tasks — Production Guide

Licensing

• Catalog slug: tasks
• Default-included, non-billable for new workspaces
• Deactivate via Central module subscription tools to revoke access without dropping data

Bootstrap

On workspace provision:

1. Default modules installed (includes Tasks)
2. Tenant permissions include tasks.* via config/tenant-permissions.php / default role maps

No stage seeder (unlike Leads)—status/priority are enums on the task row.

Permissions rollout

New Tasks permissions for existing workspaces must ship as an additive data migration using TenantPermissionSynchronizer::grantMissingDefaultRolePermissions([...]). Do not re-seed roles or rely on login/dashboard to repair RBAC.

Monitoring

• Platform audit events: task_created, task_updated, task_deleted, task_assigned, task_completed, task_reopened, task_note_added
• Notifications: assignment (mail + database); due today / overdue in-app per task; one daily mail digest per assignee (crm:send-due-notifications)
• Workspace setting task_reminder_time / Daily Reminder Time (default 09:00) in tenant timezone gates when digests and daily CRM summaries send
• Digest send state is durable in task_digest_deliveries (queued → sent / failed + retry). Cache flush does not re-email; failed queue jobs become retryable after retry_after
• Daily CRM summary send state is durable in daily_summary_deliveries (kind = personal|team). Stale queued rows older than 45 minutes may be reclaimed (max 5 attempts/day). See Daily CRM summary.
• Tenant mail settings with Central SMTP fallback

Scheduled jobs

Command	Cadence	Purpose
crm:send-due-notifications	Every 5 minutes (withoutOverlapping(10), onOneServer)	Idempotent due/overdue in-app task alerts + daily task digest emails + daily CRM summaries; lead follow-up due/overdue notifications; meeting reminders

Deploy checklist

1. Migrate task tables (tasks, task_notes, task_activities) and task_digest_deliveries
2. Migrate CRM summary support: users.receive_all_users_daily_summary, daily_summary_deliveries
3. Deploy frontend (board/list, KPIs, comments/history, due-date gate, Settings → Daily Reminder Time, Users → daily summary flag)
4. Confirm module:tasks + expanded permissions
5. Confirm scheduler + php artisan queue:work --queue=emails (digest + CRM summary mail is queued)
6. Shared cache driver required for schedule onOneServer() locks
7. Smoke: register/login → Tasks board → create → complete → note → due-date permission check → set reminder time → confirm personal/team CRM summary after gate